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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,933,088 | $190,916+912.5% | $160,037+1107.9% | $134,545+1336.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.92% | 552.79%-573.7pp | 408.95%-429.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $44,476 | $4,996+790.3% | $4,226+952.5% | $4,742+838.0% |
| Participant deferral / active EE | $28,500 | $6,925+311.6% | $6,184+360.9% | $6,401+345.2% |
| Admin fee / account holder | $1 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |